ClientSuccess

4.5
(63)

ClientSuccess is revolutionizing SaaS management, growth, and retention with it's Customer Success Management Platform

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ClientSuccess review by Diya S.
Diya S.
Validated Reviewer
Verified Current User
Review Source

"Excellent people, evolving product."

What do you like best?

The team at CS is fantastic! CSMs Sam and Cole have been absolute stars, always willing to help and suggest best practices. They are patient and really listen to our needs are and then offer a solution. A big shout out to to David in support who has been friendly and proactive in chasing bugs or issues. They are open to feature suggestions and are transparent about what's being rolled out and what isn't in the pipeline.

As a product, CS is a good fit to manage our client base. With a growing global team, CS has filled the gap for a centralised repository for accounts which is different from a CRM used mostly for sales.

It's taken the team to get used to it (it's one more thing to do!) but a simple habit of adding a Pulse after every client interaction suddenly gives an entirely different view on how we're doing.

The best part about working with CS is they speak our language. Being a client to people who do what you do, is a fantastic resource of learning. These are opportunities to improve your own customers' experience.

Within the product, I really like the ability to drag and rearrange columns, sort with one click and customise your view using segments and/or filters. We are yet to use email automation but we've started the process and really keen to be able to reach out to clients automatically at scale.

Implementing CS made us stop and revisit our processes. We critically examined our on-boarding and the resulting SuccessCycle is a vastly improved version of what we used to do. Sam encouraged us to take the time to do this exercise and we're much better off for it.

There are a lot of great little useful features like bulk editing, daily alerts, time based tasks, viewing any CSM's clients etc. We're still relatively new to CS but are excited to utilise it's functionality more and more.

What do you dislike?

It's not really a dislike but it's not easy to retrospectively update client records eg - applying different SuccessCycles or badges to each contact which is crucial for email automation. I've been told the API documentation could be made more helpful.

What business problems are you solving with the product? What benefits have you realized?

Our biggest problem was visibility - visibility on where clients are at in their journey. CS is helping us in this through stats on last engagement, product usage, upcoming renewals and associated risks etc.

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ClientSuccess review by Sara R.
Sara R.
Validated Reviewer
Verified Current User
Review Source

"Great CS tool for smaller orgs"

What do you like best?

ClientSuccess is very easy to use, provides great visibility for a growing team, and has several very valuable and easy to setup integrations. Also, the available reports and corresponding visuals are really helpful in building out metrics for a new CS team.

What do you dislike?

I wish we could create more custom fields. We're currently a bit limited in the number of fields we can currently add to the account details. I also would love to be able to pull the data from the custom fields to calculate a data driven pulse score to more objectively measure the pulse of our customers.

What business problems are you solving with the product? What benefits have you realized?

One big problem that ClientSuccess has solved for us is bringing visibility to our CS and AM teams. We have CSMs and AMs reaching out to our customers and need a single place to track the latest updates for each customer. The gmail and Zendesk integrations have been extremely helpful in addressing this problem as they provide visibility into the latest communications that have been sent as well as any open support items.

What Customer Success solution do you use?

Thanks for letting us know!
ClientSuccess review by Christine L.
Christine L.
Validated Reviewer
Verified Current User
Review Source

"Director, Customer Success"

What do you like best?

Simplicity of the interface, Customer Service approach

What do you dislike?

Would like more flexibility in the widgets, would really be able to take this sofware use to the next level if there was a way to share some of the information in the system with customers, such as running meeting minutes.

Recommendations to others considering the product

I think when compared to other tools in the market, the clientsuccess system is great for emerging start ups. It's so easy to set up, clean to use and easy to maintain. Their customer success team is also wonderful to work with.

As our business is scaling, we want to get more out of clientsuccess. I think clientsuccess made a solid business decision in choosing simplicity. The ripple effect is that now that we've been using the system for over a year and our business is scaling, we are looking for more configurability, more functionality, more reporting, and scheduled exports. It's a great company and forward looking folks. The team there has been a very good partner to us.

What business problems are you solving with the product? What benefits have you realized?

We are primarily able to keep a pulse on customer satisfaction and provide visibility to leadership on current and historical customer sat.

We use this less for any financial management. However with the addition of more integrations with Salesforce, we are seeing more ability to track upsells and renewals in Clientsuccess.

We want this tool to be the hub for our CS team. We are not quite there and need additional functionality and flexibility in the configuration tools to make this happen, but we really like working with clientsuccess.

ClientSuccess review by Michelle D.
Michelle D.
Validated Reviewer
Verified Current User
Review Source

"Robust Customer Success platform"

What do you like best?

An accurate gauge of customer satisfaction.

Great for viewing a current snapshot of where all customers are in their journey.

Love that it automatically pulls in email interactions and assigns it to the customer's account.

Love their support! Elisha is quick to respond and a pleasure to work with.

What do you dislike?

Reporting is not where it needs to be for us as we'd like more historical reporting options available (e.g. reporting month to month comparison or progress from previous quarters). Currently, Tasks are the only way to show historical information of when previous items were complete. In the Report options, it's more of a current snapshot, however, some areas allow you to see a comparison of the previous 7 days.

While reporting isn't where we need it to be, it is improving as they take feedback well and their support team helps provide us exports of data to work around the reporting shortcomings.

Recommendations to others considering the product

Primarily targets SaaS companies which utilize the subscription model for gauging customer value. As our pricing model uses Salesforce opportunities, we don't benefit from these aspects and don't have options for upselling.

Primarily used for tracking customer success, wins, onboarding stages, business challenges, and where our product/service may fall short for customers.

What business problems are you solving with the product? What benefits have you realized?

Understanding current status of new customers, and who is managing their account.

Pulse has been a great indicator for understanding customer health which relates more to interactions rather than a formulated figure which may not accurately reflect customer's level of success or satisfaction.

ClientSuccess review by Avi A.
Avi A.
Validated Reviewer
Verified Current User
Review Source

"Great light weight CS platform that "

What do you like best?

As we scale the CS team we needed a tool that will enable us to manage the customers more effectively and with better visibility and after evaluating many CS platforms it was clear that Clientsuccess is the best fit for us. one of the key factors was the ease of use and integration. We were up and running in a couple of weeks and gaining value from day 1. Clientsuccess was exactly what I was looking for my current needs that included better visibility into the customers' health and current status, managing playbooks, tasks, reporting etc. Their biggest asset of Clientsuccess is their people from sales to legal and customer success they were all super professional and kind.

What do you dislike?

I would like to see their reporting improve and offer more custom reports and scheduled reports. Also, I'd love to be able to create templates for meetings summaries, weekly status updates etc. lastly it will be nice to tag some of the engagements (notes, emails etc.) they have and search by tags.

What business problems are you solving with the product? What benefits have you realized?

As we scale the CS team we needed a tool that will enable us to manage the customers more effectively and with better visibility .

ClientSuccess review by Vic K.
Vic K.
Validated Reviewer
Verified Current User
Review Source

"Great platform to revamp Customer Experience team"

What do you like best?

The right information in the right place. It allowed NarrativeDx to develop a system of tracking our clients in a visually appealing and organized way. The functionality in the platform is robust enough to be beneficial and also customizable enough to be meaningful to our particular company. You also get a CSM to guide you along in your onboarding and adoption journey. They talk the talk and walk the walk.

What do you dislike?

The dashboards and reports are great and cover almost everything we need. It would be great to have custom reporting built in to the platform, but you can ask their support team run any analysis on the back end as needed.

Recommendations to others considering the product

Great for organizations wanting to get started with customer success.

What business problems are you solving with the product? What benefits have you realized?

Having a solid foundation for our customer experience team and building on that to support onboarding, value stream/adoption, renewals, and reporting. We have realized almost all of these just by getting our thoughts and ideas into the platform. The onboarding process with CS was organized and thorough, ensuring we were prepared and had the right resources to be successful. Sam has been a great CSM and supportive throughout the journey.

ClientSuccess review by Christian K.
Christian K.
Validated Reviewer
Verified Current User
Review Source

"Client Success - A great fit for small and growing Customer Success Departments"

What do you like best?

Easy Onboarding Process / Success Cycles / Success Scores / Reporting

What do you dislike?

We have not discovered any dislikes while using Customer Success

Recommendations to others considering the product

Great fit for small organizations that are growing in Customers Size and Staff Size

What business problems are you solving with the product? What benefits have you realized?

We are a growing Customer Success department (growing in staff size and customer size). Client Success has helped us streamline our success cycles and provided us with an ability to build customized Success Scores to objectively judge each account. As we are growing, the software has allowed me to quickly assign tasks to my staff and see the activity and pulse associated with each account. The onboarding process has been seamless and our contact at Client Success has been extremely helpful in terms of getting us started and providing best practices / tips.

ClientSuccess review by Cameron K.
Cameron K.
Validated Reviewer
Verified Current User
Review Source

"A perfect Customer Success tool! "

What do you like best?

Client Success has helped our organization go from using 3/4 tools to manage our clients, to having all the insight and data we need to excel in one location. Everything about Client Success is meant to make managing all steps of a client lifecycle a measurable event leading to growth for your organization.

What do you dislike?

There are limited integrations with support platforms and sales platforms, but I know this is something that their team is looking to improve on over the course of the next few months.

Recommendations to others considering the product

The product is extremely easy to use, and the support in setting up your account is fantastic. The overall use of the platform is very intuitive, so don't expect to get caught up!

What business problems are you solving with the product? What benefits have you realized?

Client Success has solved the problem of efficiently managing various contracts and success cycles for clients spanning from small organizations to enterprise clients.

ClientSuccess review by Brent L.
Brent L.
Validated Reviewer
Verified Current User
Review Source

"The perfect balance for a company with no prior Customer Success system"

What do you like best?

As a company with no prior formal Customer Success system in place, ClientSuccess appeared to be the best bang for the buck during our initial search. We found the price to be very reasonable for the features advertised.

After signing on, everyone on their team displayed a commitment to understanding our needs and guiding us through each step of the implementation process. The built-in integrations were all simple to use, and supported by step-by-step knowledgebase articles. It was great to be able to tap into our existing systems for ticketing, CRM, financials, emails, and more.

The product itself is nicely designed, intuitive, and easy to use for our staff. It is already proving to give us insight on matters that we simply didn't have a good feel for when information existed in several disconnected systems.

What do you dislike?

We had to commit to the time and effort it took to setup integrations and import certain information that we didn't have in a perfect format to easily integrate. For example, we had to import subscription information from our financial system since we didn't have that flowing in Salesforce. It would have been nice to have had another existing integration with our financial system, but it honestly wasn't something we were expecting anyway. The biggest amount of work there had to do with cleaning up our own data, so it was really no fault of ClientSuccess.

Recommendations to others considering the product

Coming from a company that did not have a Customer Success system in place (or department for that matter) prior to choosing ClientSuccess, I highly recommend this platform to get you started. Their support staff is excellent and it is easy to either integrate with your other existing platforms (like CRM or ticketing) or import data (like subscriptions). They also seemed much cheaper than other options out there, like GainSight.

What business problems are you solving with the product? What benefits have you realized?

Our prior issues surrounded having data in various disconnected systems that each department used separately. It was particularly difficult to gauge the overall health of a customer. We know that if we keep engagement high with our customers and lookout for certain factors, we can stand a better chance of keeping them happy and renewing year over year. We had just created a brand new position/department with a Director of Customer Success, so we needed a tool for him to use to track his work and identify trouble areas.

We are already finding insights by having multiple data points being pulled into one place to look at from a higher level perspective. This was the tool that we agreed upon after conducting a thorough search and we have been very happy with it since.

ClientSuccess review by Nina W.
Nina W.
Validated Reviewer
Verified Current User
Review Source

"Great CS platform for younger orgs"

What do you like best?

Easy and quick implementation and integrations to external tools like SFDC. Terrific support team with Sam and Elisha, and they're open to product feedback and enhancements. Easy to use interface, very clean, and easy to understand/set up.

What do you dislike?

Platform can be a bit buggy. Doesn't hit every one of our needs- we offer different subscription types like trials and they aren't able to accommodate those as effectively as we need. Would also be great if they integrated into gcal so we can track calls and meetings with clients automatically.

Recommendations to others considering the product

Definitely a great tool to use if your team doesn't have the budget or internal resources to implement something like Gainsight or Totango. Client Success is definitely a workhorse and can get the job done. It may not be a tool that your team can stay with indefinitely but I would say for any startup at least that it would take care of you for 2-3 years in. Couple the product with their terrific customer success team (shout out to Sam!) Client Success is a great way to get your CS org up and running.

What business problems are you solving with the product? What benefits have you realized?

We needed a robust and clean way to manage our clients, their info (subscription and account details), that could be shared amongst our team and across departments. CS is able to do this effectively for us and has helped us streamline our communication processes with our clients.

ClientSuccess review by Cal H.
Cal H.
Validated Reviewer
Verified Current User
Review Source

"The Most Simple, yet, Powerful CSM Tool I've Used"

What do you like best?

ClientSuccess is hands down the simplest and most intuitive B2B enterprise SaaS application I've ever experienced. I'm confident that anyone could log in and immediately know how to use the application. The UX is natural and just the way you'd hope it would be. Each feature is straightforward to use but yields so much ROI because it solves the problem of letting things "slip through the cracks" with customers.

Full disclosure, I've implemented ClientSuccess at two different companies now, and it continues to amaze my team and me. I would recommend ClientSuccess to any Customer Success leader striving to operationalize CS best practices and a system to make it happen.

What do you dislike?

The only reason I didn't give it a 10 is that the subscription management integration with Salesforce didn't work as seamless as I had hoped. Mind you; it's not an easy task to build a "one size fits all' integration with Salesforce as there are an infinite number of ways companies can configure and structure their Salesforce data, workflows, etc. The SFDC integration wasn't all that bad as I was able to complete the integration in a matter of days instead of months like some of ClientSuccess' competitors.

I understand ClientSuccess is a rapidly growing company and they're very focused on developing the core application, though I hope to see their team exploring additional third-party integrations such as Intercom, FullStory, Pendo, etc. The "To-Do" section also has a lot of potentials to be even stronger than it is today by just adding in team member-to-team member direct-mentions and chat/thread capabilities.

Recommendations to others considering the product

If you're looking for rapid implementation and time-to-value, then ClientSuccess is just for you. It has all of the powerful features of some of the larger CSM tool incumbent companies, but it's more cost effective, higher ROI, easier to administer, and you don't need a computer science degree to learn how to get the most out of the application.

What business problems are you solving with the product? What benefits have you realized?

No brainer here - I am primarily focused on increasing customer retention and ARPA. Just doing some back of the napkin math, I could easily state that my team has saved at least 8-10% of our customers churning over the six months we've had ClientSuccess. That's very meaningful in my business, any business really. It's a material amount of MRR we've saved, and ClientSuccess gave me to tools and early warning signals that allowed me to identify those customers that needed a little extra love quickly.

I lead our CSM & Operations team, so I also strive to improve my team's productivity and effectiveness. Before ClientSuccess, our customer data was very fragmented and located in multiple disparate systems (Zendesk, Google Sheets, Asana, Trello, Salesforce, our core SaaS application). Yeah, if you're reading this, you know what I'm talking about. My team members spent at least 20-30 minutes to scavenge across all of these systems to get the current status of a customer and prep for a client call. With ClientSuccess, they spend 5 minutes, tops, opening the client's account and quickly catching up to their health level, most recent engagements, lifecycle status, etc. My team loves it. They no longer have to chase down other team members to get verbal updates from others. I would say that ClientSuccess yields a 20-30% boost in productivity for my team members. That's less time looking for data and more time on the phone with our customers.

For me, from a productivity perspective, it used to be a BEAR to create a customer health report. I remember when I first started at Zype, it would take me a minimum of 6-8 hours to gather, scrub, and massage all of this data into an elementary customer health report. What a headache. Now, I log into ClientSucces, click a couple of buttons, and within minutes I have my customer health report. It's been a godsend for me.

ClientSuccess review by Daniel F.
Daniel F.
Validated Reviewer
Verified Current User
Review Source

"Robust Customer Success platform integrates well with other tools"

What do you like best?

As managers, ClientSuccess gives us much better visibility across our customer base on who's most most important to us, who's coming up for renewal, and who's happy or not happy. Day to day, it's a great tool for our sales, support and customer success people to stay in touch on customer issues and opportunities. The ClientSuccess API enabled us to build integrations with other tools such as our website, CRM and subscription billing system.

What do you dislike?

API docs when we started were pretty limited, but have been improving steadily. The API hasn't been perfect, especially on error handling, and some newer endpoints are still being debugged and documented, but this too is getting better over time.

Recommendations to others considering the product

Implementing any system like this requires an internal commitment, and executive sponsorship. Your customer data is never as clean as you think, and there will be work involved in getting it loaded. Persevere since the payoff is worth the effort.

What business problems are you solving with the product? What benefits have you realized?

As a software company ourselves, we transitioned from permanent licenses + annual support to a subscription license and pricing model over the last 2.5 years. This put a (harsh new) light on renewals and churn, and on how much we really knew about how customers were doing, a few months after a sale. We put serious effort into customer success practice generally, and implementing ClientSuccess as a tool ... and this is paying off, both in "saving" customers who would otherwise churn, and in identifying upgrade and expansion opportunities.

ClientSuccess review by Shane M.
Shane M.
Validated Reviewer
Verified Current User
Review Source

"Most valuable and intuitive CS tool I've used"

What do you like best?

GREAT design. Seriously though, of all the CS tools out there, Client Success was designed to be beautiful and simple to use. In the era of the consumerization of enterprise software, I'm surprised more B2B tools are still so cumbersome to use and lack great UI and design.

As a VP of Customer Success, I also appreciate how much easier this has made it to manage and measure each of my team members. It's created clarity and insight into how each of them are doing and what's expected of them.

What do you dislike?

Health score is still manual entry process and I wish that it could incorporate more automated data points so that I could get snapshots of company health at a glance without my reps needing to weigh in.

Recommendations to others considering the product

One of the things we've loved the most about CS is that it's actually informed and improved our Customer Success play book. The success cycles have given us new ideas of how to manage the entire customer life cycle in a proactive way.

What business problems are you solving with the product? What benefits have you realized?

Renewals, up/cross sells and engagement.

ClientSuccess review by Priscilla Z.
Priscilla Z.
Validated Reviewer
Verified Current User
Review Source

"New CS solution that is simple to use and powerful"

What do you like best?

-The collaboration between the ClientSuccess team and ours to set up our account to fit our needs

-Filtering makes it easy to see what you need and take action

-SuccessCycles! They allow us to define the customer journey from the onset

-Dedicated CSM (Sam!) who is cares about us and our needs. He's also happy to share use cases from other customers which helps us streamline the way we use ClientSuccess

What do you dislike?

-It takes a little while to set up and get all the elements you need in the system (but most robust tools do)

-I'm not a fan of how the Success Score is currently calculated. It doesn't take into account what important events our users are doing in our application.

Recommendations to others considering the product

I've been in Customer Success in San Francisco for 2.5 years. Our startup implemented other CS software previously and it ultimately flopped. I've been in those shoes. Good news is there is good software out there! If you are a CS driven organization and you have a need to organize your CS activity, I recommend checking out this solution.

What business problems are you solving with the product? What benefits have you realized?

-Finally I can stay on top of upcoming renewals! Believe it or not this information was hard to find before ClientSuccess. Although renewals are an ongoing conversation, the core benefit to this is churn mitigation.

-I'm able to see who my customers are which keeps me focused. Again this was something hard to find before ClientSuccess.

-Tasks, to dos, and SuccessCycles help me stay on a regular cadence with my customers. Before, it was all over the place.

ClientSuccess review by Kyle B.
Kyle B.
Validated Reviewer
Verified Current User
Review Source

"Definitely a key component to leveling-up our CS team"

What do you like best?

CS is intuitive. Most likely because it's the only CS platform created by actual CS gurus. We did a seriously thorough platform vetting when we were in our selection phase and ClientSuccess is the only platform that approaches the SaaS solution for CS from a true CSM angle. We're now able to be more proactive in our client communication and don't lose sight of our more seasoned clients - in fact, we're now able to continuously add value to our client relationships throughout their agreement cycles. Without CS, this would still be a pretty big struggle for us.

Also, not as an afterthought but as a genuine "also like best..." the team is great. from TJ and Dave to Sam and Wade - it's been an awesome experience working with the ClientSuccess team. It's clear they have our best interest at heart whether it's onboarding or chatting about potential roadmap pieces and our needs as a company and CS team. Top notch, chaps, top notch!

What do you dislike?

Integrations are still pretty limited and the tasks/to-dos that we find critical for our team to function are still not quite up to something like Trello - but shhhhh... they're working on it ;)

Recommendations to others considering the product

Understand you're getting something you can use straight out of the box. Other pieces like Gainsight may have a lot of extra features but the onboarding time is a lot longer and it's likely you'll never use all those pieces they show you.

What business problems are you solving with the product? What benefits have you realized?

Client Lifecycle management post onboarding. Getting in front of our clients more with conversations that are actually beneficial to the client and add value to the relationship. Internally - less time wasted answering the "what's up with client X?" The integration into SFDC keeps the sales team updated on their clients and keeps our CS team moving forward and focused.

ClientSuccess review by Bryan S.
Bryan S.
Validated Reviewer
Verified Current User
Review Source

"Client Success - Great Product"

What do you like best?

The best feature is it's ease of use. I like the Dashboard and how it gives a clear view of customer health and interaction. This allows for easy reporting to management. It also gave us the stepping stone for implementing a customer success program at our company. I also like the ease of getting information over from Salesforce.

What do you dislike?

Not much to dislike. I guess it would be nice to have the ability to export reports. But that's not a huge problem for me.

What business problems are you solving with the product? What benefits have you realized?

We got ClientSuccess to address our Customer Success problems. As a company we have always been reactive when it comes to customer success. Having a tool like ClientSuccess allows us to be more proactive in keeping our customers healthy. The main benefit for me comes from it's dashboard and the ability to see the health of customers all in one place.

ClientSuccess review by Ashley C.
Ashley C.
Validated Reviewer
Verified Current User
Review Source

"The perfect product for our small business! "

What do you like best?

It fits our exact business needs : 1) to manage the pulse of our most important clients 2) provide a uniform customer experience cycle and 3) get real time reports on our last engagement and communication records with our clients. I compared a number of softwares and found their pricing to be very reasonable for the amount of features you get.

What do you dislike?

The reporting options could be more robust but I am always being notified of the improvements the ClientSuccess team is making.

What business problems are you solving with the product? What benefits have you realized?

We run a small business and had no CRM system. This platform allows us to manage all our correspondence, renewal information and be able to take a big-picture look at our whole business in one place.

ClientSuccess review by Chrisy W.
Chrisy W.
Validated Reviewer
Verified Current User
Review Source

"Great tool to manage Customer Success team "

What do you like best?

As a Customer Success team we live in ClientSuccess every day. We love that we can easily see renewals coming up, customer scorecard, lifecycle, freshdesk tickets, all email communications, pulse. My team enjoys how easy the interface is to use.

What do you dislike?

We would like the ability for customers to have more than one success cycle (feature coming soon). We would also like more automation within the success cycle.

What business problems are you solving with the product? What benefits have you realized?

We are growing really fast so we need something to help us manage happy customers and at risk customers. We use the customer scorecard to help identify customer health and we have metrics driven around increasing that number. We also need visibility into renewals so the CSM can easily work with the Sales team to ensure the customer renews. We have also integrated ClientSuccess with Grow and it helps us measure on-boarding days - we have metrics around decreasing this number.

ClientSuccess review by Soren E.
Soren E.
Validated Reviewer
Verified Current User
Review Source

"A must-have for anything running a CSM team"

What do you like best?

The platform is simple, yet immensely powerful when it comes to team collaboration and customer engagements.

The ClientSuccess team are excellent with it comes to new features and updates, as a customer you feel valued by all members that you run into during your life cycle with ClientSuccess.

What do you dislike?

There is not much to dislike. Ideally I would like to see more types of reports and revenue tracking, seeing as we have monthly users which is not considered part of our ACV. But this is not a shortcoming, but merely a preference on my side.

Recommendations to others considering the product

Have a look around, ask questions.

What business problems are you solving with the product? What benefits have you realized?

Client Lifecycle management of the customers by CSM is absolutely amazing! Before we tracked this in excel and it was just a mess.

Having all communication and engagements in one single place is key and we would not be able to manage our customers without a proper platform.

ClientSuccess review by Richard G.
Richard G.
Validated Reviewer
Verified Current User
Review Source

"Great Client Success Software"

What do you like best?

I love how easily it talks with Salesforce as it allows us to collaborate as a whole team. I love the price range (particularly for as powerful as the platform is) and I love that it fulfills a niche with small business. Small businesses need successful customers, too, after all.

I am also a fan of the ease of use and find that it does all of the "must haves" really well. Lastly, the support team is fantastic and is both responsive and proactive.

What do you dislike?

There are only a couple of things that I would change at this point and neither of them are at all deal breakers.

1. I wish that I could compose an email (even if it's just basic) INSIDE CS and have it send through gmail.

2. It would also be nice to have some custom fields or to be able to customize a health score based on usage, interactions, etc.

Recommendations to others considering the product

It's perfect for any organization that is using GMAIL or OUTLOOK and Salesforce. For the price, I wouldn't recommend another product. Because of that combination, it's perfect for small to medium businesses. Since I haven't used it in a large business, I can't speak to that although, from what I can tell, as long as you don't plan on customizing it a whole ton, it should work really well.

What business problems are you solving with the product? What benefits have you realized?

We needed a way to share throughout our teams (Sales, Customer Success, and Executive) what we were doing after we brought on a new client. We can now have an instant understanding of which ones are at risk, which are doing well, and we work together as a company to make sure that we can minimize our attrition rates.

ClientSuccess review by Jennifer B.
Jennifer B.
Validated Reviewer
Verified Current User
Review Source

"Easy to use and great UI"

What do you like best?

The UI is very clean and easy on the eyes. It's easy to use and has most of the data you need for your clients. It keep me organized and allows me to add notes, phone calls, and other interactions I have with my clients. It syncs with my email so I can see email interactions in their account as well. I love being able to take a pulse on how my clients are doing, it's the most important part to me.

What do you dislike?

I think the system is really slow. I'm going from call to call most days and trying to bring up accounts takes longer than I'd like it to. I'd like to see more data on accounts like city, renewal date, etc. There might be a way to do that already and I haven't quite figured it out. Also, myself and my IC take notes at the same time, it'd be nice to be able to see what they're writing kind of like a Google doc does that way we aren't taking double the notes on each call.

Recommendations to others considering the product

If you want a simple, basic to use software, this is it! The customer service is superb and they're always trying to come up with the next best feature.

What business problems are you solving with the product? What benefits have you realized?

Customer success, renewals, complaints. It's really great to see the pulse on a client and to have either an at a glance view or click into it and see comments, and previous pulse rates.

ClientSuccess review by Pam D.
Pam D.
Validated Reviewer
Review Source

"Easy to stand up and use"

What do you like best?

The ease of use and administration for a fast growing company is fabulous! It was important to collaborate as an internal team on how to set up success cycles, what custom fields we need, etc. Once we were all on the same page, it was very easy to set it up and get going. It's now our source of truth for customer health!

What do you dislike?

The customer score is not configurable right now. We export a lot of information from the system and run our own algorithms to get a full picture of customer health. If we could configure our own data points, this feature would be amazing!!

What business problems are you solving with the product? What benefits have you realized?

Clear line of site to the health of each of our customers and knowing exactly what's going on with them at any time. I can see latest correspondence and I can see the latest notes from our CSMs. A few months ago, without Client Success, we were running blind. We made HUGE progress in understanding the state and activity of our customers through Client Success.

ClientSuccess review by Bethany C.
Bethany C.
Validated Reviewer
Verified Current User
Review Source

"Light, Yet Solid: A Quality Customer Success Management Tool"

What do you like best?

ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. The user interface is beautiful and friendly, and their customer success/support teams are excellent as well - we've felt very well-taken care of since we became customers of ClientSuccess. As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity.

What do you dislike?

ClientSuccess could improve their integration with Salesforce and other popular software for a more cohesive user experience. The performance of the tool (how quick it responds and syncs, and bugs) could be improved as well - but I guess that could be said of any great software app!

Recommendations to others considering the product

This works well for our company as a mid-sized business. I'm not sure how it would translate to enterprise-sized companies.

What business problems are you solving with the product? What benefits have you realized?

Before ClientSuccess, we had extremely limited visibility on our customer engagement - all we were able to rely on to stay on top of our customer success initiatives were Salesforce fields, activities, and manual email logging. It was so time-consuming and manual keeping track of who to reach out to, and when, as well as viewing product usage and support tickets for each customer.

ClientSuccess Segments and Account pages have empowered us for those tasks, eliminating the manual Excel-sheet tracking and excessive SFDC fields. ClientSuccess Tasks and Renewals have helped us follow up with customers on schedule and keep us organized in our customer outreach and subscription management. We also have extended insight with the thorough reports that ClientSuccess offers, which is invaluable to our executive team.

ClientSuccess review by Matt O.
Matt O.
Validated Reviewer
Review Source

"Great product "

What do you like best?

We have so many individual action plans for each client running simultaneously, it was nice to finally have a tool which allowed us to import all that information so each day we can see exactly what is required of us. We finally feel like we are ahead of the game with a consistent processes.

What do you dislike?

The only "Wish list" item we had that wasn't available yet was our ability to sort by NPS score. It's a metric we track closely so once we have that feature, it'll only make the platform stronger. We work around it easily though by aligning the scores with the Pulse metrics available. We also look forward to being able to use a success cycle multiple times - its an issue we haven't run into yet but could in the future. They did provide us with an easy workaround though so it's not a major issue.

What business problems are you solving with the product? What benefits have you realized?

We needed a way to monitor and track our engagement with each client. This tool has allowed us to have a snapshot of each of our client's, but also track it, and make sure we follow through on every promise we've made.

ClientSuccess review by Liat A.
Liat A.
Validated Reviewer
Verified Current User
Review Source

"Great system, Great team, Easy to use "

What do you like best?

Easy and quick implementation and integrations. Great team to work with. They respond and help quickly. They are open to product feedback and enhancements.

Easy to set up and use. Very good knowledgebase articles.

Great system for a company with no prior Customer Success system.

What do you dislike?

Missing a few features like different subscription types with more information, custom reports. For now, they aren't able to accommodate those as effectively as we need but I'm sure they will have it soon.

What business problems are you solving with the product? What benefits have you realized?

We needed a Customer Success system to manage our clients, their info (subscription and account details), status, health and organizing our entire communication with them. Also, to share this information amongst our team.

ClientSuccess review by Jason G.
Jason G.
Validated Reviewer
Verified Current User
Review Source

"ClientSuccess helped us build a Customer Success Program from scratch"

What do you like best?

ClientSuccess provides a purpose-built app that covers the most essential needs of an end-to-end Customer Success Program. It is very easy to configure and simply using the product really helps educate our team on CS best practices. The concept of SuccessCycles makes it clear what needs to be done throughout the customer lifecycle and ensures we have a consistent, repeatable framework for every customer we onboard.

What do you dislike?

Nothing major at this point. Would be great to do PDF exports of reports.

Recommendations to others considering the product

Thanks to our dedicated CSM at ClientSuccess it's like we have a CS expert on retainer at all times. He helped us build an on-boarding plan so that we could start benefiting from ClientSuccess within the first month after purchase. This product would be useful for companies with nothing in place for Customer Success as well as a mature company looking to revamp their Customer Success Program. It has a very simple & sleek User Experience as to not over-complicate the concept of Customer Success.

What business problems are you solving with the product? What benefits have you realized?

-- Minimize administrative tasks & overhead for tracking customer success activities, workflow, and producing customer success dashboard & metrics.

-- Facilitate a proactive relationship with our customers so there are no surprises when it comes to renewal activity.

The main benefit we have realized is we do not have to worry about what pieces are missing from our Customer Success Program. Now that we are fully on-boarded, we simply need to execute on our SuccessCycles and general usage of ClientSuccess. We are confident the platform will keep us in check along the way.

ClientSuccess review by Cale C.
Cale C.
Validated Reviewer
Verified Current User
Review Source

"Client Success Helping our CS Team Make Huge Strides"

What do you like best?

There's a lot of functionality in Client Success that helps support our CS Team. Tracking contracts, contacts, emails, support tickets, and last touch...along with all the reporting functionality...keeps us in touch with our customer base at a granular level to understand needs, next steps, and overall health. Success cycles tracked in Client Success have provided a huge increase in tracking our accounts from sales -> renewal. We've been very impressed with the functionality and ease of use of the platform.

What do you dislike?

Dislikes to date have been minor and their development team is keen to ask about needed platform enhancements and continues to push out new functionality quarterly. Their release notes and instructive videos are a great touch to keep their customers up to date with the new features and use cases.

Recommendations to others considering the product

Do your research on CS platforms and understand the foundational needs to grow and track your Customer Success initiatives. Client Success satisfied all of our requirements.

What business problems are you solving with the product? What benefits have you realized?

The biggest problem was tracking the growth of our account base and keeping a finger on the pulse of our customers. We needed a single SOT for our CS Team to reference, rely on, and report on to management. The Client Success platform is key for managing all these activities as well as helping us track the length of time in each success cycle and create baselines for measurement for our optimal customer life cycle.

ClientSuccess review by Paige P.
Paige P.
Validated Reviewer
Verified Current User
Review Source

"Excellent tool for tracking portfolio - health, renewal, engagement"

What do you like best?

1) Excellent UI design - easy to use and self-explanatory features

2) A really well-thought out product for the CSM role - contains a "place" for everything you'd want visibility into for a customer relationship - subscriptions, contracts, engagement (email/calls), lifecycle checklist, etc. Looks at customer from a relationship management perspective rather than pure sales perspective like tools such as SFDC tend to do

3) Syncs with other major systems - SFDC, Zendesk, JIRA

4) Customer service - excellent responsiveness and openness to include features/improvements in roadmap

What do you dislike?

Minor UI bugs here and there - no big deal and team is always responsive in fixing them

Recommendations to others considering the product

ClientSuccess has great documentation and customer service. these two items are something that tend to not be examined during the sales process, but only uncovered post-sale with vendors. These are key in my opinion to having good relationship with a vendor and easily rolling it out to a team for immediate use. ClientSuccess excels in these areas.

What business problems are you solving with the product? What benefits have you realized?

Managing a team of SMB Client Success Managers - tracking renewals, engagement, and customer health. Having an easy screen of account portfolios for each person during 1:1's, as well as showing reporting to executives about customer health, engagement, and where they are in the 'lifecycle' with our company

ClientSuccess review by Meghan C.
Meghan C.
Validated Reviewer
Verified Current User
Review Source

"Amazing way to target specific clients and determine their needs"

What do you like best?

Using the product is so intuitive. All the statistics and numbers I need are presented in a simple and easy to interact with format. I love the different views for the data collected and presented, especially the main page where it has the option to filter my clients based on who has hasn't been contacted in a certain period of time or their overall satisfaction with our product. The platform overall is very smooth and looks fantastic.

What do you dislike?

I wish there were more reports for a manager's position. For the CSM role, there is all the data a rep would need but from a manager's role, there isn't a way to track the CSM's statistics such as events made, tasks completed, upcoming scheduled events, etc. as much as there is on Salesforce. I know this isn't Salesforce and hasn't been around nearly as long as they have but that's the main disadvantage of using this product over our current setup.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of all our clients and their current usage/satisfaction has been amazing. We are reaching out to customers that need to be contacted and this provides us with the satisfaction that we are taking care of our clients' immediate needs.

ClientSuccess review by Jesse B.
Jesse B.
Validated Reviewer
Review Source

"Product will help scale our efforts"

What do you like best?

ClientSuccess is pretty intuitive and has a better interface than any other product on the market. It is easy to use, and made better by the fact that they have a great team to work with.

What do you dislike?

Implementation is ~5 weeks, which felt like it could have been tightened up.

Recommendations to others considering the product

If you are looking to scale your CS efforts and consolidate your CS operations into one platform, it would be hard to beat the functionality of ClientSuccess because of the SuccessCycles functionality, along with the salesforce integration.

Additionally, having a seasoned CEO who gets client success from the top down shows in the software.

What business problems are you solving with the product? What benefits have you realized?

We are treating CS as our one source of truth by operating out of one system. Additionally, this allows us to decrease predictability in order to increase predictability as it relates providing amazing customer service.

ClientSuccess review by Adam K.
Adam K.
Validated Reviewer
Verified Current User
Review Source

"Covers the vast majority of what we need."

What do you like best?

It is easily a core part of our workflow on both an individual contributor as well as leadership layer. ClientSuccess provides a source of truth for any account-centric items for us. It provides all of the information you want on an account in one, easy to use dashboard.

What do you dislike?

I still manage my financial forecasting externally - obviously because we have to work with Sales and Finance in their system of record. Though I will say that ClientSuccess has done a tremendous job in quickly iterating on an integration between the systems.

What business problems are you solving with the product? What benefits have you realized?

- Tracking account communication

- Tracking customer lifecycle progress

- Tracking account health

ClientSuccess review by Kevin C.
Kevin C.
Validated Reviewer
Verified Current User
Review Source

"stensul | ClientSuccess"

What do you like best?

ClientSuccess allows our CSMs to easily manage, track and grow our current book of business. It is our one stop dashboard for all information needed to make our CSMs successful and is a singular point of reference for stakeholders around the organization.

What do you dislike?

Would like to see more functionality and integrations with some of the modules available. An ASANA integration with Success Cycles or

What business problems are you solving with the product? What benefits have you realized?

We're focused on taking internal and institutional knowledge and formalizing it within ClientSuccess. Allows us to continue to refine and build out our Customer Success play books in an efficient manor.

ClientSuccess review by Emily C. D.
Emily C. D.
Validated Reviewer
Verified Current User
Review Source

"Great for organizing and scaling client workflows"

What do you like best?

As our team scales and we do bigger more complicated business with customers, ClientSuccess has really helped us to think through our process and make it replicable. I don't worry so much about 'dropping the ball' even when handling a lot of accounts at once. SuccessCycles have been really useful for segmenting different phases of service, with accountability on tasks. From the micro to macro.

What do you dislike?

Specificity of some things doesn't match our workflow all the time, and we can't add the CSM to the 'attendees' list in notes, which is odd. Just a few little quirks like that.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of longer term service relationship with lots of moving parts, and many stakeholders.

ClientSuccess review by Robert E.
Robert E.
Validated Reviewer
Verified Current User
Review Source

"Great software to track customers and reduce churn"

What do you like best?

I love the total view of the customers I manage. It allows me to track all of my customers in terms of health and renewal dates. Furthermore, the client success built in customer life cycle is great for tracking customer progress.

What do you dislike?

Differentiating different contract types and showing that on a report.

Recommendations to others considering the product

Great as the first solution to your CSM needs

What business problems are you solving with the product? What benefits have you realized?

We are currently a small company so Clientsuccess is huge for us. It is allowing us to track customer health, renewal dates, and progress for the first time in an easy to read format.

ClientSuccess review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"On the right path but got a ways to go"

What do you like best?

The UI is the best part of the software. It is super easy to use and easy to track engagements.

What do you dislike?

There is no messaging feature, to-do's are cluttered and hard to manage, and the parent child relationship for accounts is a mess. The API is very weak and not able to handle a lot of customers. It takes forever to load our client list and seems to struggle to do very basic updates. Even though it's easy to make the edit in the UI it takes forever to load and update so that's just annoying.

Recommendations to others considering the product

If you have a lot of customers you are working with this is probably not the best option to go with. You need to look for a software that you can have campaign options that go hand in hand with tracking.

What business problems are you solving with the product? What benefits have you realized?

Account management - tracking the history of a customer and their interaction/pulse with the product they are using. We are setting up a game plan or success cycle for clients and then following through with those actions.

ClientSuccess review by Chris H.
Chris H.
Validated Reviewer
Verified Current User
Review Source

"ClientSuccess is easy to use and helps my CSMs manage clients"

What do you like best?

Easy to implement, clean interface, data repository features, alerts when clients display certain behaviors, green zone reports, and Gmail integration.

What do you dislike?

I can only one document per client, but I know this is changing in the next few weeks.

Recommendations to others considering the product

Great support. I have an assigned CSM who helps train us on the tool. The software also has a support button available to us when quick questions/answers popup.

Easy to implement (no code on page etc).

What business problems are you solving with the product? What benefits have you realized?

The software allows me to manage all of the important data points around our clients - lifecycle stages, ARR, MRR, Green Zone, key contacts, last touch, and renewals. The Gmail integration is seamless and pulls in all of our email conversations with clients while the JIRA integration keeps me updated on what tickets are effecting certain clients. As my team grows, the management of clients cannot be supported by spreadsheets which is why I value the CS tool.

ClientSuccess review by Doak C. D.
Doak C. D.
Validated Reviewer
Verified Current User
Review Source

"Complete Customer Experience Turnaround "

What do you like best?

- In App Usage & Engagement Tracking

- Centralized to-do list w/ Reminders

- A customer service model we can pitch to prospective clients

What do you dislike?

The App works great for our team. The ClientSuccess team is easy to work with and has resolved any of our issues.

Recommendations to others considering the product

Take the time to understand your Client Success Cycles before setting them up.

What business problems are you solving with the product? What benefits have you realized?

We support Financial Institutions with complex org. charts - Management, IT, Operations and Branches. ClientSuccess allows us to track and monitor our relationships across the Financial Institution. Since implementing the CS model we've be able to dive deeper into an institution to uncovered issues in our product workflow.

ClientSuccess review by Jessica W.
Jessica W.
Validated Reviewer
Review Source

"Great product! My team and I use it daily!"

What do you like best?

From first glance, it's visually appealing and easy to use. From there, the features help me and my team track and organize our activities related to our customers. It keeps all the info we need at our fingertips in one place. As an exec, I can keep track of how things are going and follow-up on issues with my team as needed.

What do you dislike?

There are a few additional reports and insights I'd like to have access to vs. creating them myself.

What business problems are you solving with the product? What benefits have you realized?

I want all customer information in one place so we can manage each account and ensure we are proactive in enabling customers to be successful.

It is beneficial for managing our accounts, staying on top of what needs to get done and making sure the CSMs deliver a consistent experience to our clients.

ClientSuccess review by John J.
John J.
Validated Reviewer
Verified Current User
Review Source

"Director of Customer Success"

What do you like best?

The software is very intuitive and easy to use. It allows me to integrate many of our business systems into one portal for quick access to the information I use most.

What do you dislike?

I haven't run in to any parts of the software that I dislike.

What business problems are you solving with the product? What benefits have you realized?

Rather than logging into multiple systems at once, ClientSuccess brings all into one platform. If a CSM wants me join an impromptu call with a Customer I can log into ClientSuccess while on the call and see email communication, SalesForce opportunities, support tickets, and most importantly the customer health right on my screen. It has proven invaluable from a time saving and efficiency standpoint. I am in it every day!

ClientSuccess review by Lauren P.
Lauren P.
Validated Reviewer
Review Source

"Excellent product, easy to use, and great customer support! "

What do you like best?

ClientSuccess has been helpful in tracking customer engagement and health as our startup expands. It is easy to use and I'm excited to see new developments as the product grows!

Our ClientSuccess CSM, Sam Feil, has gone above and beyond to make sure we are happy with the product and getting the most out of it. Through my interactions with Sam and customer support, ClientSuccess is setting the example for the industry for customer success best practices. I love their hands on approach, willingness to go above and beyond, helpful feedback, and the ClientSuccess blog!

What do you dislike?

ClientSuccess has limited integrations available. I would love to see direct integrations expand to include more analytics, sales/customer data, and support platforms.

What business problems are you solving with the product? What benefits have you realized?

The software allows us to keep track of progress as we move through customer success cycles. We are able to easily keep our account information organized, which will be key as we hire more CSMs and our customer-base grows.

ClientSuccess review by David M.
David M.
Validated Reviewer
Review Source

"More than just a great software solution for customer success"

What do you like best?

Amazing customer support. The team at ClientSuccess has created a great platform, but perhaps as valuable for us has been their own expertise and framework for creating happy customers. Everyone at ClientSuccess that we have interacted with is amazingly passionate about customer success and they do a great job of sharing their passion and expertise with my team. Given that we're new to the world of customer success, this knowledge transfer has been invaluable.

What do you dislike?

As the business lead on our team, I feel that there's a great opportunity for ClientSuccess to bolster it's functionality around revenue-focused metrics. I'd love to see more features on this front in future iterations.

Recommendations to others considering the product

Take advantage of the team's vast experience in customer success, it's a big value add.

What business problems are you solving with the product? What benefits have you realized?

ClientSuccess enables me to easily monitor the health of our accounts and to identify areas where our customer success team could use additional support and training. We have seen a significant improvement in visibility and transparency across our organization as a result of using ClientSuccess.

ClientSuccess review by Jenna H.
Jenna H.
Validated Reviewer
Review Source

"Client Success CRM Tool "

What do you like best?

I liked the ease of the product the best.

What do you dislike?

I can't think of anything that I disliked about the product, our team just went a different way with a CRM product.

Recommendations to others considering the product

I think it's a great tool and very easy to use. I think it can work for someone with just a few accounts, as well as over 100.

What business problems are you solving with the product? What benefits have you realized?

The tool worked well for managing the client's life-cycle and being able to see it at a glance when looking over the account without having to dig deep. I liked being able to manually change (almost like a checklist) where the customer was at in their journey with us.

ClientSuccess review by Administrator in Public Relations and Communications
Administrator in Public Relations and Communications
Validated Reviewer
Review Source

"Great tool and very helpful team"

What do you like best?

It gives us a great high level view of how our clients are doing. I love the integrations which mean we can see everything from usage, to finance, to emails in one screen. The tool also lets us create strategies on how to best serve our clients.

The team is great. The Customer Success staff Cole and Sam are always glad to help and think things through with our team.

What do you dislike?

The tools are great but sometimes it's a little difficult to understand how to get the most out of them. The Customer Success team are great, but more in platform guidance would be helpful.

What business problems are you solving with the product? What benefits have you realized?

Keeping one place to monitor all of our client activity across the company. Makes it easy to search for a specific client email, or revenue number. Also helps us to strategize where to best allocate our team's resources.

ClientSuccess review by Ray C.
Ray C.
Validated Reviewer
Review Source

"Great Interface and Easy To Use"

What do you like best?

I like how easy it is to use and how organized it helps me keep my client details. I love that it has some key integrations to help us with account management. I love how it enables us to keep an ongoing pulse and record of how her client is doing account health-wise.

What do you dislike?

It needs a report builder. Client success already captures so much data, but not many ways to actually build and organize your own custom reports of that data. Also, it would be nice if it allowed us to create a list of tasks and then make them available to our clients to check off and track… Like on boarding tasks. Also, the notes section… It would be wonderful if it worked more like a Google doc recording notes in real time while also allowing someone else to simultaneously record their notes as well.

Recommendations to others considering the product

Make sure that you have corporate buy-in from all levels, as this product will require integrations and information from multiple sources to make it actually worth it. also, you will want to put in place accountability measures to ensure adoption.

What business problems are you solving with the product? What benefits have you realized?

Account management/visibility/account health/renewal probability/internal accountability.

ClientSuccess review by User in Accounting
User in Accounting
Validated Reviewer
Verified Current User
Review Source

"Great CRM for SaaS Comapnies"

What do you like best?

- Sucess cycles to track client lifecycle

- Ability to track engagement including via email by connecting with email client

- Pulse to track client satisfaction levels

- Great selection of reports

- Their team has been very responsive to questions and helped out a lot with migration

What do you dislike?

- Terminated clients are removed to a separate section and you can't look them up in the main search

Recommendations to others considering the product

Geared towards SAAS companies or ones with a subscription model and a large number of clients

What business problems are you solving with the product? What benefits have you realized?

- Tracking client engagement, interaction and satisfaction

- Keeping a record of client details and subscription information

- Improved customer success function within the company

ClientSuccess review by Leanna M.
Leanna M.
Validated Reviewer
Verified Current User
Review Source

"Almost eight years experience in marketing promotions, execution, strategy, and analytics. "

What do you like best?

The pulse rating, success cycles, and the ability to connect with Zendesk and Gmail is what allows us a better summary of the overall health of our clients,

What do you dislike?

Within the client-specific pages, I'd like the ability to have a free standing text box to outline a "Client Brief" to include anecdotal information about our contacts and clients in general.

What business problems are you solving with the product? What benefits have you realized?

It's important for us to have one source of documented truth for anyone in our company to access to get an idea of which clients need to be escalated up the chain or who needs to be contacted next.

ClientSuccess review by Brian Z.
Brian Z.
Validated Reviewer
Verified Current User
Review Source

"Great, easy to use tool for tracking client interactions"

What do you like best?

It's a great hub for all client communication and account notes as well as strong reporting on renewals. Updated Salesforce integrations make it simple to drive auto-renewing Saas subscriptions and ensure data is accurate across systems.

What do you dislike?

Would love to see a few more pieces to help drive CSM SLAs. Success Cycles are a great start but miss a few key features that would help deliver on this.

What business problems are you solving with the product? What benefits have you realized?

Tracking engagement and ensuring a consistent place for tracking client needs. We have seen a great bump in the productivity of our CSM team and it has created a simply way to track client needs to completion.

ClientSuccess review by Jillian  G.
Jillian G.
Validated Reviewer
Review Source

"Great product and support"

What do you like best?

I love that my whole team sees all client data and notes. When one of us is away it's simple to pick up where they left off with a client because all notes and important stats are in one place.

What do you dislike?

There are still a few features missing that would help me get the most out of the app (for instance, I'm not able to download a CSV containing client role info myself - I have to ask someone at ClientSuccess to download it for me).

What business problems are you solving with the product? What benefits have you realized?

The business problem we're solving with ClientSuccess is scaling our success team. We're able to do this because the app helps us standardize our client experience and gives us a shared place to house all data.

ClientSuccess review by Amanda C.
Amanda C.
Validated Reviewer
Review Source

"Director of Client Success"

What do you like best?

ClientSuccess is a comprehensive platform that allows our company to organize and manage all client details as well as identify individual client health.

What do you dislike?

Given our partnerships are unique to each company, it's sometimes difficult to customize ClientSuccess so that it is relevant to all clients we work with.

What business problems are you solving with the product? What benefits have you realized?

By using ClientSuccess to track client activity, we are able to identify trending risk factors that contribute to poor client health and in turn, quickly react to address those challenges. Also, we are able to proactively put measures in place so we don't run into client issues that are easily avoidable.

ClientSuccess review by Susan T.
Susan T.
Validated Reviewer
Verified Current User
Review Source

"A need for CS teams. "

What do you like best?

How the health score is calculated by a mix of gut feeling, user stats, and scorecards. Especially, how the gut feeling portion is quantifiable and allows for new CSMs to hit the ground running when they inherit accounts.

What do you dislike?

I'd love to see a few more integrations.

What business problems are you solving with the product? What benefits have you realized?

If marketers need HubSpot and engineers need GitHub, then CS professionals need ClientSuccess.

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Great for fast customer health scoring and measuring"

What do you like best?

The reporting and dashboard flexibility - being able to create your own custom reports, export, share with others, and more is so fundamental for the Customer Success world.

What do you dislike?

I felt like there were a lot of features and functions I wasn't using to it's fullest, and I also didn't totally understand the benefits of roles/views and how we should structure our team's views/usage best. But great products and updates once a customer!

What business problems are you solving with the product? What benefits have you realized?

Measuring customer health scores, identifying those at risk, and assigning tasks between CS and AMs. Great at-a-glance measurements, flags, and more to help empower CS teams so that they don't have to work hard in data entry or data retrieval.

ClientSuccess review by Amanda B.
Amanda B.
Validated Reviewer
Review Source

"Organization is Key!"

What do you like best?

Client Success has allowed me to put all of my information into one central location. I can access any of it with just a few simple clicks. The customer service and relations are amazing! I feel like the Client Success team works right next to me!

What do you dislike?

I currently do not have any dislikes of Client Success.

What business problems are you solving with the product? What benefits have you realized?

Client Success has helped us realize what clients are missing products and what management information we are missing. It has helped formulate our goals.

ClientSuccess review by User
User
Validated Reviewer
Verified Current User
Review Source

"Excellent all-in-one Custom Success Platform"

What do you like best?

Easy to use, simplified layouts and tools, syncs all customer emails and meeting notes to Salesforce.

What do you dislike?

Occasional downtime and bugs make it feel like it's still in its infancy but maturing quickly.

What business problems are you solving with the product? What benefits have you realized?

Attempting to track customer health in a single point of truth to be shared with the rest of our team via Salesforce.

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Improve API"

What do you like best?

I like the ideas behind what CS is trying to accomplish in providing health insights to customer accounts. The initial phase of set-up was great with the support we hoped would continue.

What do you dislike?

However, the execution and support of the product is underwhelming (thus far). The API has significant limitations, and the lack of timely support has cost of thousands of dollars in potential (non-churned) revenue as a direct result of late or non-existent data tracked and alerted to our users in teh system.

What business problems are you solving with the product? What benefits have you realized?

Insight into client health and engagement. Unfortunately the anticipated benefit of visualizing the data and providing data summaries with minimal effort have gone unrealized. We have to virtually pull that data out of our own app to reliably tell where clients are in their customer journey.

ClientSuccess review by Ralph v.
Ralph v.
Validated Reviewer
Review Source

"Easy to use "

What do you like best?

Easy to use platform with good overview. it gives you a great list of daily task and you can track your customer on a sophisticated way.

What do you dislike?

Sometimes it is quite slow to load. Also i would like that bulk editing would be better.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of current customers, onboarding, increasing value and overseeing the pipeline.

ClientSuccess review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great CRM Tool with Great Support"

What do you like best?

The ClientSuccess Support Staff does a great job answering all of our questions and specific needs.

What do you dislike?

Some very basic/fundamental functionality, including the inability to annotate or disable contacts that no longer work for their companies

What business problems are you solving with the product? What benefits have you realized?

ClientSuccess's newest beta automation features may be incredibly helpful in leveraging ClientSuccess at scale for some of our lowest tiered customers.

ClientSuccess review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"ClientSuccess allows you to track data for clients. Not much else"

What do you like best?

It's great to get a view into everyone's clients. I have people report into me and I can easily see what clients they own

What do you dislike?

The reporting is weak and subjective. It's up to the CSMs to give a pulse on the client which you can't always trust. Also, being able to take action and set up reminders is not something I've used, mostly because it's not obvious how to use it

What business problems are you solving with the product? What benefits have you realized?

Managing our clients and assigning who owns which accounts. An easy way to assign accounts and track email communication between them

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Awesome Experience Overall"

What do you like best?

Friendly UI, reporting, and filtering + fantastic CS team to make sure we understand how to use Client Success best.

What do you dislike?

Nothing so far, it seems to have everything we need!

What business problems are you solving with the product? What benefits have you realized?

Client tracking - we noticed the benefits of adding our own custom fields and running reports based on that

ClientSuccess review by Jessica D.
Jessica D.
Validated Reviewer
Review Source

"Amazing"

What do you like best?

Love this cause it helps with everything

What do you dislike?

Nothing it works super good no problems

What business problems are you solving with the product? What benefits have you realized?

Being able to solve account a quicker as faster and it helps so much with time

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Great product for any Client Success team"

What do you like best?

East of application use. The application is very user friendly. Great support service and personnels.

What do you dislike?

I love everything about this product. If I did have to pick one improvement it would be role based segmentation which I have been told is on the horizon. Great product/company overall. No dislikes here!

What business problems are you solving with the product? What benefits have you realized?

Helping us increase customer satisfaction and decrease churn.

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Great tool!"

What do you like best?

I like how I can get an overview or all my clients, and also have a handle on where they are in our CS cycle.

What do you dislike?

It'd be great if you could map clients' locations, so it'd be helpful when planning onsite visits.

What business problems are you solving with the product? What benefits have you realized?

Working on maintaining relationships, manage each account effectively, and remember the details

ClientSuccess review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Head of Client Services"

What do you like best?

Concurrent success cycles, reporting, easy to track and filter by interactions.

What do you dislike?

Wish I could have variable scorecard measures based on client type and alerts for on multi-year renewals for invoicing purposes

What business problems are you solving with the product? What benefits have you realized?

Managing client lifecycle and proactive support v. reactive

ClientSuccess review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Review Source

"Good experuance"

What do you like best?

Its way of working which is awesome and i am very much comfortable

What do you dislike?

Nothing all are working fine and i am very much cimfortable with this

What business problems are you solving with the product? What benefits have you realized?

There are many benefits like easy access

Kate from G2 Crowd

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* We monitor all ClientSuccess reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.